Edit Merchant || Admin Panel Impact

Merchants

Resend Document for Sign Back

Update Merchant

Merchant ID

Legal Name

DBA Name

Processor

Agent

Split

Is Override

Password

Status

Product Type

Received Date

Approved Date

Activation Date

Closed Date

Address

Address 2

City

ZIP

Country

State

Contact

Email(comma separated)

Phone

Phone 2

Cell

Fax

URL

DBA Same as Legal Address

Address

City

ZIP

Country

State

Mailing Address Same as DBA

Address

City

ZIP

Country

State

File here *	Notes *	Status	Date	Action
Insert file...	Pre App
Insert file...	DL
Insert file...	Voided Check
Insert file...	SOS Document
Insert file...	Signed App
Insert file...	Var Sheet
Insert file...	VAR 0005

Type

Install Date

EPI/TPN

Status

Model

Purchase T.

PD Telephone

Sales Rep

Serial #

Tracking #

TID

Employee

Purchase Date

Type

Install Date

EPI/TPN

Status

Model

Purchase T.

PD Telephone

Sales Rep

Serial #

Tracking #

TID

Employee

Purchase Date

Send Email to Merchant Send Email to Sales rep Send Email to Employee

Type

Install Date

EPI/TPN

Status

Model

Purchase T.

PD Telephone

Sales Rep

Serial #

Tracking #

TID

Employee

Purchase Date

Send Email to Merchant Send Email to Sales rep Send Email to Employee

Type

Install Date

EPI/TPN

Status

Model

Purchase T.

PD Telephone

Sales Rep

Serial #

Tracking #

TID

Employee

Purchase Date

Send Email to Merchant Send Email to Sales rep Send Email to Employee

Type

Install Date

EPI/TPN

Status

Model

Purchase T.

PD Telephone

Sales Rep

Serial #

Tracking #

TID

Employee

Purchase Date

Send Email to Merchant Send Email to Sales rep Send Email to Employee

Type

Install Date

EPI/TPN

Status

Model

Purchase T.

PD Telephone

Sales Rep

Serial #

Tracking #

TID

Employee

Purchase Date

Send Email to Merchant Send Email to Sales rep Send Email to Employee

Bank 1 Information

Bank Name

Account Name

Rounting Number

Account Number

Billing Type

Gross Settlement

Net Settlement

Bank 2 Information

Bank Name

Account Name

Rounting Number

Account Number

Overrides who receive partial commission on all of Louisville Dental Associates Accounts Delete Overrides

Default Setup

Agent 1 Receives

%

on all Newly Inputted Accounts

Agent 2 Receives

%

on all Newly Inputted Accounts

Agent 3 Receives

%

on all Newly Inputted Accounts

Agent 4 Receives

%

on all Newly Inputted Accounts

Processor wise Setup

Select Processor *

Agent 1 Receives

%

on all Newly Inputted Accounts

Agent 2 Receives

%

on all Newly Inputted Accounts

Agent 3 Receives

%

on all Newly Inputted Accounts

Agent 4 Receives

%

on all Newly Inputted Accounts

Select Processor *

Agent 1 Receives

%

on all Newly Inputted Accounts

Agent 2 Receives

%

on all Newly Inputted Accounts

Agent 3 Receives

%

on all Newly Inputted Accounts

Agent 4 Receives

%

on all Newly Inputted Accounts

Merchant

Month

Year

Merchant CMS

EIN/Federal Tax ID Type

MCC Code

EIN/Federal Tax ID #

State incorporated in

Business Start Date

Type of Legal Entity

Business Type *

Sub Business Type *

Types of Goods Sold

Primary Transaction Type

Card Swiped

%

Card Keyed In

%

Card Present

%

Card Not Present

%

Internet

%

Moto

%

B2B

%

B2C

%

Estimated Annual Sales Visa/MC/Discover/ AMEX Sales

Estimated Monthly Visa/MC/Discover/ AMEX Sales

Average Ticket

High Ticket

Persoanl Guarantor

Telephone Order

%

Discount Method

Refund Policy

30 Days

60 Days

Other

None

Print Refund Policy On Footer
(If Yes Input Message In Notes)

Yes

No

Location Type

Notes

Date

Reminder Date & Time

Employee

Notes

Sr. No.	Date	Reminder Date	Employee	Note	Created by	Updated at	Updated by	Action
1	Oct 04 2024 01:17 PM		Mike Thomas	Add VT per Molli	Mike Thomas	Oct 04 2024 01:18 PM		Update Delete
2	Apr 04 2024 04:51 PM		Alexander Wilkins	Merchant's bank information changed. Submitted change request to SBC.	Alexander Wilkins	Apr 04 2024 09:56 PM		Update Delete
3	Jan 12 2024 12:00 AM		Mike Thomas	TT Ashley concerns over battery life and charging on VL 500. Gave her battery recalibration instructions. She will advise if that fixes the issue	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
4	Aug 01 2023 12:00 AM			Updated address per email from Molli. Submitted request to have address updated on SBC and gave to Mike to update in Valor.	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
5	Aug 01 2023 12:00 AM			Shipped replacement Valor 500. tracking number 771466964300	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
6	Aug 01 2023 12:00 AM			TT Ashley, getting error of "Warning SE Connect Fail" Conferenced in with Valor (Mario) and he tried a different type download but continue to get this error and also "Valor not responding" He said this terminal has some kind of inner chip error and needs to be replaced. Will replace and send return label so we can send to Valor RMA	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
7	Aug 01 2023 12:00 AM			TT Ashley turned off AVS zip prompt per her request on all 3 devices. Was getting insurance cards and no way to know Zip	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
8	Aug 01 2023 12:00 AM		Mike Thomas	User: Mike Thomas -> Notes: Ashley is calling me back this afternoon sometime. Kristi says she is waiting for first of month	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
9	Aug 01 2023 12:00 AM		Mike Thomas	User: Mike Thomas -> Notes: Downloaded Valor 100 and shipped FedEx 2 day delivery	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
10	Aug 01 2023 12:00 AM			User: Charlotte Goff -> Notes: changed status to Approved; added MID and approval date; uploaded signed app and var	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
11	Aug 01 2023 12:00 AM			User: Charlotte Goff -> Notes: SBC - IBUXX - 3.95%; Valor VL100 - ability to turn fee off - ability to take Apple Pay and do Tap - Turn off Happy Faces Survey - Batch time 6:00pm Central; NDF	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
12	Aug 01 2023 12:00 AM			User: Charlotte Goff -> Notes: SBC - IBUXX - 3.95%; Valor V100 - IP - Batch 6:00pm Central; NDF	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
13	Aug 01 2023 12:00 AM			User: Charlotte Goff -> Changed : TO Percent FROM 0 TO 30	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
14	Aug 01 2023 12:00 AM			User: Charlotte Goff -> Changed : Swipe Percent FROM 0 TO 70	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
15	Aug 01 2023 12:00 AM			User: Charlotte Goff -> Changed : MonthlyVolume FROM 0.00 TO 130000.00	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
16	Aug 01 2023 12:00 AM			User: Charlotte Goff -> Changed : AverageTicket FROM 0.00 TO 500	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
17	May 01 2023 12:00 AM	May 01 2023		Updated address per email from Molli. Submitted request to have address updated on SBC and gave to Mike to update in Valor.	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
18	Mar 03 2023 12:00 AM	Mar 03 2023		Shipped replacement Valor 500. tracking number 771466964300	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
19	Mar 03 2023 12:00 AM	Mar 03 2023		TT Ashley, getting error of "Warning SE Connect Fail" Conferenced in with Valor (Mario) and he tried a different type download but continue to get this error and also "Valor not responding" He said this terminal has some kind of inner chip error and needs to be replaced. Will replace and send return label so we can send to Valor RMA	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
20	Mar 02 2023 12:00 AM	Mar 02 2023		TT Ashley turned off AVS zip prompt per her request on all 3 devices. Was getting insurance cards and no way to know Zip	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
21	Apr 21 2022 12:00 AM	Apr 21 2022		Ashley is calling me back this afternoon sometime. Kristi says she is waiting for first of month	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
22	Apr 21 2022 12:00 AM	Apr 21 2022		changed status to Approved; added MID and approval date; uploaded signed app and var	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
23	Apr 21 2022 12:00 AM	Apr 21 2022		Downloaded Valor 100 and shipped FedEx 2 day delivery	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
24	Apr 21 2022 12:00 AM	Apr 21 2022		SBC - IBUXX - 3.95%; Valor VL100 - ability to turn fee off - ability to take Apple Pay and do Tap - Turn off Happy Faces Survey - Batch time 6:00pm Central; NDF	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
25	Apr 21 2022 12:00 AM	Apr 21 2022		AverageTicket FROM 0.00 TO 500	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
26	Apr 21 2022 12:00 AM	Apr 21 2022		MonthlyVolume FROM 0.00 TO 130000.00	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
27	Apr 21 2022 12:00 AM	Apr 21 2022		Swipe Percent FROM 0 TO 70	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
28	Apr 21 2022 12:00 AM	Apr 21 2022		TO Percent FROM 0 TO 30	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete
29	Apr 21 2022 12:00 AM	Apr 21 2022		SBC - IBUXX - 3.95%; Valor V100 - IP - Batch 6:00pm Central; NDF	Dee Karawadra	Jan 31 2024 01:39 PM		Update Delete

Application Type

Discount

Business Type

MCC Code

Visa/MC/Discover Rate Category ]

Base/Qualified (%)

Mid Qualified (%)

Non Qualified (%)

Base Debit- Non Pin Debit(Sig Debit Rate) (%)

Rewards Discount (%)

Statement Fee

Card On File Fee

PCI Fee

Non PCI Compliance

Authorization Fee

Per Item Fee

EBT Fee

FNS/EBT Number

Pin Debit Item Fee

Pin Debit Discount

Amex Opt Blue Rate

Base/Qualified Rate (%)

Mid Qualified Rate (%)

Non Qualified Rate (%)

Program Cost Opt Blue (%)

Authorization Fee

Per Item Fee

Other Monthly Fee

Ancillary Fees

Batch Fee

Retrievel Fee

Chargeback Fee

ACH Change Fee

Voice Auth Fee

Gateway Monthly Fee

Setup Fee

Software Or POS Integration Questions Only

POS Software Integration

Yes

No

Software Name & Version:

Pricing Provided

Statement Analysis

Quote

POS Software Publisher

Seasonal Flag

Seasonal Months

Deposit Time Frame

Deposit Type

Network ID

MP/AP Name

RP Name

Receipt Header Message

Receipt Footer Message

Owner 1 Information

Officer/Owners Name

Title

Social Security

Form of ID

ID #

Issue Date

Expiration Date

State

DOB

Home Phone Number

% of Business Owned

Length of Ownership

Y N

Home Address

Home city

Home state

Home country

Home zip

Owner 1 Information

Officer/Owners Name *

Title

Social Security

Form of ID *

ID # *

Issue Date *

Expiration Date *

State *

DOB *

Home Phone Number

% of Business Owned

Length of Ownership

Y N

Home Address *

Home city *

Home state *

Home country

Home zip *